AlphaCore Capital’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Buy	1,984 +1,129	+132%	+$595K	0.04%	251
2025 Q1	$434K	Buy	+855	New	+$434K	0.04%	291
2024 Q4	–	Sell	-399	Closed	-$206K	–	237
2024 Q3	$206K	Buy	+399	New	+$206K	0.05%	186